IGM vs VYM
IGM vs VYM
iShares Expanded Tech Sector ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. IGM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | IGM | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | $9.9B | $79.0B | |
| Dividend Yield | 0.13% | 2.86% | |
| Holdings | 301 | 568 | |
| YTD Return | +26.65% | +15.80% | |
| 1Y Return | +40.69% | +26.12% | |
| 3Y Return (annualized) | +35.79% | +18.25% | |
| 5Y Return (annualized) | +19.11% | +12.51% | |
| Volatility (annualized) | 22.6% | 14.6% | |
| Max Drawdown | -65.6% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 13, 2001 | Nov 10, 2006 |
IGM vs VYM Performance
iShares Expanded Tech Sector ETF (IGM) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IGM returned +40.69% while VYM returned +26.12%. Year to date, IGM is up 26.65% versus a gain of 15.80% for VYM.
Over three years, IGM compounded at +35.79% per year against +18.25% for VYM; over five years the annualized figures are +19.11% and +12.51% respectively. Across the full 20-year window we track, IGM has the edge at +12.24% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGM has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -65.6% for IGM and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGM charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, IGM currently yields 0.13% against 2.86% for VYM.
Holdings Overlap
IGM and VYM share 25 holdings out of 804 unique holdings combined, representing a 13.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IGM | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 7.71% | 6.47% | 1.24% |
| CSCO | 2.01% | 1.39% | 0.62% |
| IBM | 1.26% | 0.98% | 0.28% |
| TXN | Pro | Pro | Pro |
| ADI | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| STX | Pro | Pro | Pro |
| GLW | Pro | Pro | Pro |
| ACN | Pro | Pro | Pro |
| DELL | Pro | Pro | Pro |
See all 10 holdings IGM shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IGM or VYM?
IGM has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, IGM or VYM?
Over the past year IGM returned +40.69% vs +26.12% for VYM, so IGM leads on 1-year performance. Over the longest common window we track (20 years), IGM annualized +12.24% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, IGM or VYM?
IGM has been the more volatile fund at 22.6% annualized versus 14.6% for VYM. Worst drawdown: IGM -65.6% vs VYM -58.8%.
Should I hold both IGM and VYM?
IGM and VYM have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGM and VYM?
IGM and VYM share 25 common holdings with a 13.9% weight overlap. Combined, they hold 804 unique securities.
Which pays a higher dividend, IGM or VYM?
IGM yields 0.13% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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